Delio remains among the top 100 wealthtech solutions for the investment industry

Today, FinTech Global revealed the annual WealthTech 100 list, recognising the most promising tech solutions across the banking and investment sectors. Now, after featuring on the list for the third consecutive year, we’re pleased to announce that Delio’s private markets technology has kept its spot on the top 100 list.

With digital transformation high on the financial services agenda, asset managers, private banks, and financial advisers increasingly turn to WealthTech to help them solve existing and newly emerging challenges. As more and more solutions go to market, the traditional industry models of generating access to investment markets and providing financial services are being overhauled.

Of course, the growth of the fintech sector has been making a name for itself for quite some time. While the wealth management industry has been slower to adopt digital tools, it’s been picking up the pace in the last years; both in terms of funding ($2.8bn in 2016 v $9.3bn in 2020) FinTech Global) and demand from financial institutions.

As a more competitive market emerges, Fintech Global’s panel of industry experts hand-picked 100 emerging WealthTech companies from among 1,000 entries. The finalists were shortlisted for their innovative use of technology to solve a significant industry problem or generate efficiency improvements across the investment value chain.

FinTech Global director Richard Sachar said: “Established banks and investment firms need to be aware of the latest innovations to remain competitive in the current market, which is heavily focused on digital distribution and increased use of customer data, and even more so post Covid-19. The WealthTech100 list helps senior management filter through all the vendors in the market by highlighting the leading companies in sectors such as client acquisition, financial planning, portfolio management and digital brokerage.”

Now featuring on the list for its third consecutive year, Delio is looking to continue strengthening its private markets technology and cement its place in the market. 

Gareth Lewis, chief executive of Delio, said: “We are delighted to feature on the WealthTech 100 again this year. As more and more WealthTech solutions are emerging, it’s vital to stay ahead of the game. At Delio, we’ve spent the last few months focusing on enhancing our private markets technology and services to ensure that we continue to meet the evolving needs of financial institutions across the world. So, to feature on this list alongside some of the world’s most respected technology firms is a significant endorsement.

“It’s encouraging to see how the WealthTech sector is gaining momentum as a whole. The last twelve months have pushed financial services organisations to accelerate their digital strategies. Now is the time for WealthTech firms to show the industry how we can work together and support them as the global economy bounces back post-pandemic. I think the WealthTech100 does a great job of highlighting these solutions.”